Manage your pipeline, contacts, tasks, forecasts, approvals, and invoices in one unified platform — without the complexity of enterprise software designed for organisations ten times your size.
Configurable sales pipelines give your team a clear, shared view of every active opportunity. Define as many pipelines as your business requires, each with its own stages, win probabilities, expected durations, and entry and exit criteria.
Switch between a drag-and-drop Kanban board and a sortable list view with search and filters. Each representative sees exactly the columns and default stages that matter to their workflow.
Automated deal scoring evaluates each lead against configurable server-side rules. Scores decay over time when deals stall, and alert thresholds notify your team before opportunities go cold.
Every stage transition and field-level change is recorded on the lead detail page — a complete, immutable audit trail for coaching, forecasting, and compliance.
Upload, view, and manage files directly on each lead record. Proposals, contracts, and supporting documents stay organised alongside the deal they belong to.
A complete contact and company database keeps your relationship data structured and accessible. Each contact record surfaces firmographic details, linked company information, associated leads, and a chronological activity log — giving every team member the context they need before any conversation.
Store and search structured firmographic data for every contact and company. Linked records surface relevant information in context, reducing time spent looking up background before calls.
Log meetings, calls, emails, tasks, and notes directly from the contact record. The activity history is visible to the whole team, ensuring continuity when accounts change hands.
The contact detail page surfaces the most relevant active lead as a featured card, with a one-click flow to create a new lead pre-filled with the contact's details.
Full-text global search finds contacts, companies, and leads across your entire organisation in real time, so your representatives can reach any record in seconds.
A dedicated task management centre gives your team visibility into every commitment across the organisation. Representatives filter by status, search by keyword, sort by priority or due date, and navigate directly from a task to the associated lead or contact.
Log and schedule meetings, calls, emails, tasks, and notes from any lead or contact record. Each type carries scheduling fields, completion status, and a priority flag.
Filtered views for all, pending, completed, and overdue activities ensure nothing falls through the cracks. Managers can review their team's queue without navigating individual records.
Upcoming and recently completed activities surface directly on the dashboard, giving representatives a prioritised view of their day from the moment they sign in.
Every task links back to its parent lead or contact, allowing representatives to move from their task queue to the full record and back without losing context.
An executive-grade dashboard gives leadership and representatives a real-time view of pipeline health, revenue trends, and quota attainment. Sales forecasts and snapshots ensure that monthly targets are visible and measurable throughout the quarter.
Visual charts display deal counts and weighted revenue by stage, so leadership can identify bottlenecks and allocate coaching resources with precision.
Capture point-in-time forecast summaries and compare weighted pipeline against monthly targets. Snapshots are stored historically, enabling trend analysis across quarters.
Define quotas by user, region, or scope with configurable periods and targets. Quota attainment is visible on the dashboard and feeds into forecast accuracy reporting.
A live feed of won deals, new contacts, and completed activities keeps the full team aware of momentum across the pipeline without requiring manual status updates.
Configurable approval workflows enforce your commercial governance policies without introducing manual bottlenecks. Rules based on discount percentage, deal value, non-standard terms, or product and customer patterns route deals to the appropriate approvers automatically.
Define approval rules that trigger based on deal conditions — discounts above a threshold, deals over a certain value, or non-standard contractual terms each route to dedicated approvers.
Configure sequential or parallel approval chains with multiple approvers. Each step has a clear status, and the approval queue surfaces all pending items in one place.
Approvers without a PivotCRM seat can review and action approval requests via a secure, tokenised public page — no login required.
Scheduled jobs monitor approval queues and escalate stalled requests automatically, ensuring that deals awaiting sign-off never silently delay a close.
An integrated invoicing module eliminates the gap between a closed deal and a sent invoice. From line-item creation to PDF generation and customer payment, the full billing lifecycle is managed within PivotCRM — backed by Stripe Connect.
Generate invoices directly from a closed lead record. Contact, company, and deal details pre-populate the invoice, reducing data entry and the risk of transcription errors.
Customers pay via a secure, branded public payment page — no PivotCRM account required. Stripe Connect handles the full payment and reconciliation flow.
Professional PDF invoices are generated on the backend and can be emailed to customers directly from the invoice record, keeping all communication centralised.
Mark invoices as sent, void them when necessary, and maintain a complete audit trail. The invoices list and detail view provide full lifecycle visibility.
PivotCRM is built to meet the security and compliance expectations of organisations operating in regulated or competitive environments. Role-based access, multi-factor authentication, and SSO integration ensure that the right people see the right data — and only that data.
Assign members the admin, manager, or representative role within each organisation. Pipeline visibility grants and feature gates ensure sensitive data is appropriately restricted.
TOTP-based MFA can be enabled or disabled per user in Settings, with backup flows for account recovery. Production environments enforce strong JWT secrets to protect session integrity.
Your organisation's existing identity provider connects via an OIDC flow. A custom SSO slug on the organisation profile allows your team to authenticate without managing separate credentials.
A single user account can belong to multiple organisations. The active organisation context scopes all API calls, ensuring strict data isolation between tenants.
A comprehensive settings surface gives administrators and operations leads full control over how PivotCRM is configured — from locale preferences and appearance to Slack notifications and sales pipeline administration.
Manage team membership, roles, pending invitations, the organisation logo and SSO slug, session duration limits, and the full org audit log from a dedicated admin panel.
Configure a Slack webhook URL in Settings to receive outbound notifications for stall alerts, approval events, and other pipeline signals directly in your team's workspace.
Server-to-server access keys allow your engineering team to build automated workflows on top of the PivotCRM REST API, pulling lead data into reporting, BI, or operations tooling.
Each user configures their preferred timezone, date format, week start, theme, and display density independently. CRM defaults including currency and default pipeline stage are set at the user level.
Most CRM platforms ask small teams to pay for, configure, and maintain capabilities built for organisations with dedicated revenue operations departments. PivotCRM takes the opposite approach.
Pipeline management, contact tracking, task management, forecasting, approval workflows, invoicing, and SSO are all available out of the box — not sold as separate modules or add-ons.
Configurable pipelines, drag-and-drop boards, inline editing, and contextual navigation are built around the reality that in a lean team, every representative needs to move quickly across the full sales cycle.
MFA, OIDC/SSO, role-based access control, and org-scoped data isolation give leadership confidence that their data is protected — without requiring a dedicated security team to maintain it.
A modern Angular and Node architecture with server-side rendering, Stripe-backed billing, and a documented REST API ensures that PivotCRM grows alongside your business without requiring a platform migration.